Create a Change Request

Normal Changes and Emergency Changes require steps to create a plan and gain approval from a Change Advisory Board (CAB). Standard Changes consist of pre-approved procedures and Tasks.

Normal, Emergency, and Standard Change Requests each have slightly different forms, but share many fields. This topic provides an overview of the Change Request Form. Refer to Create a Standard Change Request, Create a Normal Change Request, and Create an Emergency Change Request for details on the workflow for each Change Type.

The diagrams below show high-level workflows for each Change Type.

High-Level Standard Change Workflow

High-Level Normal Change Workflow

High-Level Emergency Change Workflow

Create and Classify the Change

On the CSM toolbar, select New > New Change Request.

A new Change record is created with a unique Change ID.


Field	Description
Requester	In the Requester Field, specify the name of the person who initiated the Change, and then press Enter or Tab to search for the Customer Record. If an exact match is found, the Requested By Fields in the Default Form are auto-populated with the customer’s name and email. If multiple matches are found, the Contact Manager opens so you can select the appropriate customer. To browse customers, select the Related Item Picker.
Title	Specify a title for the Change.
Description	Specify a description of the Change.
Change Type	Select Normal, Standard, or Emergency. The fields that are show on the rest of the form depend on this selection.
Change Model	Select the Related Item Picker to choose a Change Model (required for Standard Changes, optional for Normal and Emergency Changes). The Change Model will pre-populate several fields, depending upon how the Change Model was set up.
Emergency Subtype	Select a subtype (Service Restoration or Outage Avoidance) from the drop-down list (Emergency Change only).
Primary Configuration Item	Select the Related Item Picker to launch the CMDB window, and then select a CI. This shows CIs for any customer or for a selected customer.
Assigned Team	Specify the Team Owner of the Change.
Reason	Use the drop-down list to select a reason for the Change.
Change Already Implemented?	Indicates whether the Emergency Change has already been implemented (Emergency Change - Service Restoration only).
Assigned To	Specify the member of the Team who will be the User Owner of the change. The Creator can take ownership of the Change by selecting Assign to Me in the Actions list.
Proposed Start Date	Select the Calendar Date Selector to select a start date for the Change (Standard and Normal Change only).
Proposed End Date	Select the Calendar Date Selector to select an end date for the Change (Standard and Normal Change only). Note: If a Stop icon appears next to the Proposed Start and/or Proposed End Date, you are outside of the maintenance window, and you must select an acceptable date. Hover over the icon for a detailed error message.
Impact	Select the scope of the Change from the drop-down list.
Urgency	Select the service level from the drop-down list.
Priority	The Impact and Urgency scores are used to calculate the Priority.
Service Affected	Select the Related Item Picker to select the affected Service.
View Change Calendar	Select the View Change Calendar link to open the Change Calendar.
View Collision Detection	Select the View Collision Detection link to open a Configuration Map of the Primary CI.
Review Date	Select the Calendar Date Selector to select a review date the Change (Normal Change only).

Risk and Planning

The procedures in this section are for Normal Changes and Emergency Changes but do not apply to Standard Changes. These types of Changes require approval from a Change Advisory Board (CAB).


Field	Description
Implementation Plan	Specify the process required to implement the Change.
Justification	Enter a justification for the Change Request.
Acceptance Criteria	Specify the functionality and quality requirements.
Validation Plan	Provide a validation plan (Normal Change only).
Back Out Plan	Specify a plan to back the Change out if implementation fails.
Outage Required	Select this check box if the CI will experience an outage while the Change is implemented (Normal Change only).
Impact Assessment	Provide an impact assessment.
Outage Start Date	Select the Calendar Date Selector to select a start date for the outage (Normal Change only).
Outage End Date	Select the Calendar Date Selector to select a start date for the outage (Normal Change only). Note: If a Stop icon appears next to the Outage Start and/or Outage End Date, you are outside of the maintenance window, and you must select an acceptable date. Hover over the icon for a detailed error message.
Complete Risk Assessment	In the Actions list, select this link to open the Risk Assessment questionnaire.

Validation and Review

Emergency Changes are time sensitive and do not require all of the review procedures listed in this section. Steps that are used only for Normal Changes are marked (Normal Change only).

Owner assesses the Change:


Field	Description
Impact Assessment	Specify the impact assessment (consequences of the Change).
Back Out Plan	Specify a back out plan or attach information that details what actions to perform if the Change implementation does not work.

A peer review task must be assigned and completed.
(Normal Change only) Owner submits the Change for authorization:
1. Under Status, select the Next: Submit for Approval link.
2. If a peer review task is incomplete, the Change cannot be submitted for approval.
(Normal Change only) Approver approves the Change:
1. In the Approval grid, double-click an Approval Record.
  The Approval form opens. The Approver Name and Details fields are auto-populated per the defined Approval process rules.
2. (Optional) Provide comments.
3. Select Approve.
  The Approval Status icons indicate the number of pending Approvals and their status (Pending, Approved, Denied, or Abstained).
  The Change status changes to Pre-Implement and the Change enters the Implement phase.
(Normal Change only) If the Change is approved, it moves to the Scheduled status.
1. Under Status, select the Next: Scheduled link.
When you are ready to implement the Change, select the Next: Begin Work link.

After deployment of the Change, the owner completes the Validation and Review section.


Field	Description
Actual Start Date	Select the Calendar Date Selector to select the date that the Change actually started. When a Change Request moves to the In Progress status, this field is auto-populated with the current date/time.
Actual End Date	Select the Calendar Date Selector to select the date that the Change actually ended. Note: If a Stop icon appears next to the Actual Start and/or Actual End Date, you are outside of the maintenance window, and you must select an acceptable date. Hover over the icon for a detailed error message.
Close Code	Select a close code from the drop-down list.
Close Notes	Specify additional information related to implementation of the Change.
PIR	Select the Post Implementation Review status.
CMDB Update Complete	Select this check box when the CMDB update is finished.
Email Change Review	Select this link to email the user assigned to this Change.

Complete the Change

Close the change.

Note: All fields in this section must be filled out before you can move a Change Request to Closed status. There is an exception if the Close Code is Cancelled, Declined by CAB, or Withdrawn.